See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $20,670 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,493 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,442 | $64,909-0.7% | $82,313-21.7% | $62,292+3.5% |
| Participation rate | 57.7% | 74.9%-17.2pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 17.99% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,409 | $1,676-15.9% | $2,428-42.0% | $2,042-31.0% |
| Participant deferral / active EE | $3,280 | $3,103+5.7% | $3,706-11.5% | $3,169+3.5% |
| Admin fee / account holder | $116 | $440-73.6% | $5,608-97.9% | $479-75.8% |